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Gates Medicare and Income Planning Services    

Qualified IRA / RMD & Rollover services           

PO Box 296
Salt Lick, KY 40371

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Explains that landlord policies don't cover tenants' personal property.

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Explains importance of rare-earth minerals and their role in technology and security.

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Outlines steps toward handling financial setbacks and emerging stronger.

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Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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Will you be able to afford nursing home care?

This calculator is designed to help you attach a dollar figure to your life’s work.

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estimate the future value of your current savings.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck